Deploy and configure Microsoft Dynamics 365 Business Central

Learning Path
8 Modules

Intermediate

Functional Consultant

Administrator

Business User

Dynamics 365

Business Central

Are you new to Business Central? If you are, this path will help you get started. It discusses how to create new companies, implement security, migrate data from other systems, and integrate Outlook with Business Central.

Prerequisites

Basic understanding of Business Central, Microsoft 365, and Outlook
Administrator rights in Business Central and Microsoft 365

Modules in this learning path

Administer Business Central online

Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.

Create new companies in Business Central

Learn how to create and set up new companies efficiently in Business Central.

Migrate data to Business Central

After creating a new company, you can migrate your data to Business Central.

Manage users and implement security in Business Central

Learn how to manage users and implement security in Business Central.

Set up email in Dynamics 365 Business Central

Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Business Central.

Integrate Business Central with Outlook

Learn how to integrate Business Central with Outlook to send email to your users.

Create workflows in Dynamics 365 Business Central

You can set up and use workflows to connect business-process tasks that are performed by different users. To use workflows in Business Central, you must set up and enable workflows, set up workflow users, and specify how users receive notifications.

Use approval workflows in Dynamics 365 Business Central

This module uses the purchase order approval workflow as an example to show you how to use workflow templates that are included in Microsoft Dynamics 365 Business Central to create new approval workflows.